The Monthly Barometer is an analytical and predictive monthly newsletter that distills into one page those macro issues relevant to time-starved decision-makers.
It has been in existence since 2007 and, to date, its track-record is impressive. It is written by a small research team and benefits from the regular input of several hundred key opinion-leaders. A great deal of intellectual and methodological rigour lies behind its compilation. However, its style remains straightforward to read and easy to digest.
MESSAGE FROM THE CO-FOUNDERS
We live in an era of mounting complexity and information overload, in which it is increasingly difficult to distinguish the signals from the noise. In such a context, trying to identify the most relevant analysis tends to resemble “drinking water from a fire hydrant”.
Our strength is to focus on reducing complexity by conveying a simple (but not simplistic) and succinct message.
In less than two minutes each month, readers are able to:
- grasp the complexity of the world;
- better connect the dots; and
- get a sense of where the world is heading.
Our subscribers include private investors, business executives, and leading opinion-makers, all of whose time is severely constrained.
NEXT MONTH'S "MUST-WATCH" ISSUES (FROM THE LAST MONTHLY BAROMETER)
In the coming weeks, “must-watch” issues include: (1) the impact of the Fed’s forthcoming hike on the $ and its wide-ranging collateral effects (negative: on EM – “America first” puts them last, US multinationals, etc. and positive: for the EZ Japan and so on) (2) China’s excessive indebtedness; (3) the rise in global yields and whether the current signs that global deflationary pressures are abating will be sustained (will Trump bring the deflationary cycle to an end?); (4) the vast array of market-moving geopolitical and political risks, with a focus on Trump’s agenda and the EZ: Italy’s constitutional referendum on Dec 4, and elections in Austria (Dec.4), the Netherlands (March), France (May) and Germany (Sept,). For real-time / in-depth analysis on any of these, please contact us.